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Shira Ridge Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Shira Ridge Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$889K Hold
1,295
– – 0.31% 39
2026
Q1 		$774K Sell
1,295
-11
-0.8% -$6.88K 0.31% 39
2025
Q4 		$819K Sell
1,306
-95
-7% -$59K 0.33% 39
2025
Q3 		$858K Buy
1,401
+4
+0.3% +$2.36K 0.36% 37
2025
Q2 		$793K Hold
1,397
– – 0.36% 39
2025
Q1 		$718K Sell
1,397
-19
-1% -$10.3K 0.36% 40
2024
Q4 		$763K Sell
1,416
-8
-0.6% -$4.33K 0.37% 40
2024
Q3 		$751K Hold
1,424
– – 0.38% 42
2024
Q2 		$712K Sell
1,424
-165
-10% -$79.4K 0.4% 42
2024
Q1 		$764K Buy
1,589
+133
+9% +$60.9K 0.44% 38
2023
Q4 		$636K Buy
1,456
+70
+5% +$28.7K 0.38% 45
2023
Q3 		$544K Hold
1,386
– – 0.36% 44
2023
Q2 		$564K Hold
1,386
– – 0.35% 42
2023
Q1 		$521K Buy
1,386
+104
+8% +$38.1K 0.34% 42
2022
Q4 		$450K Buy
+1,282
New +$453K 0.31% 45

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Shira Ridge Wealth Management's VOO Position: Q2 2026 in Review

Shira Ridge Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,295 shares worth $889K. The position accounts for 0.31% of the portfolio, ranked #39.

Shira Ridge Wealth Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 905 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Shira Ridge Wealth Management held 1,295 shares of Vanguard S&P 500 ETF worth $889K as of Q2 2026.
  • Shira Ridge Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.31% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Shira Ridge Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 905 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.